Would be handy to be able to add all applicable phone numbers and email addresses when creating a Joint client. Currently can only add 1 on the create client form, and have to go in and create the others after. An 'Add' button in the relevant sections of the create client form would work wonders.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Stuart Boyle
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 2 years ago

Stuart Boyle
Get notified by email when there are changes.